Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dax? Claim Your ProfileDax Welsheimer is a financial professional with over 15 years of experience in the financial services industry. Dax has a deep understanding of the financial markets and a strong track record of providing personalized financial advice to clients. Dax currently works with Principal Securities, Inc. Dax's focus is on providing financial advice to individuals, high-net-worth individuals, and corporations. Dax is also a registered representative with the state of Ohio and is a member of the Financial Industry Regulatory Authority (FINRA). Dax is dedicated to providing exceptional service to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
11/20/2023 - Present
Principal Securities, Inc. (Dublin OH)
OH
04/17/2009 - 04/05/2011
INVEST FINANCIAL CORPORATION (WORTHINGTON OH)
FL
10/17/2005 - 04/21/2009
FSC SECURITIES CORPORATION (FT. PIERCE FL)
MO
05/24/2005 - 10/07/2005
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
OH
05/23/2003 - 05/19/2005
VALMARK SECURITIES, INC. (AKRON OH)
IA
10/10/1996 - 06/02/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 11/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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